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Exporting specific proposal information

Last post 09-22-2009 4:20 PM by Genevieve Zevort. 2 replies.
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  • 09-09-2009 10:58 AM

    • Beth Ransom
    • Not Ranked
    • Posts 4
    • Organization: The Botsford Foundation
    • Products:  The Raiser's Edge

    Exporting specific proposal information

    Reply Contact

    Although we love tracking "asks" as proposals, I have run into a glitch trying to find a report that please everyone.  In searching Knowledgebase, it seems my issue "has been filed as a suggestion" but I wondered if anyone found a work-around.

     I need to create a document that shows a specific proposal name (in this case 2009 Gala) along with primary contact name, solicitor, amount funded, status and reason.  With the exception of the primary contact name, I can pull this info in a query and export from there.  If I add an output for contact name, I get all contacts on the record.  I can pull [primary contact in Export but I cannot specify which proposal I need the information on and many records are pulled with 2008 Gala proposal information. 

     Does anyone have any suggestions?  I don't want to spend a lot of time de-duping a list but I may have to.

     Thanks!
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  • 09-22-2009 3:29 PM In reply to

    • Julie Hiland
    • Top 150 Contributor
    • User Since: 2001
    • Posts 48
    • Organization: Atlanta Historical Society, Inc.
    • Products:  The Patron Edge, The Raiser's Edge, The Researcher's Edge

    Re: Exporting specific proposal information

    Reply Contact
    I've never really been able to find a single report or export that gives me what I want with regards to proposals.  It won't allow you to export a specific proposal (I've been on my knees begging for a while!)  I'm sorry to say we haven't really found an easy way to report everything we need in one place.

  • 09-22-2009 4:20 PM In reply to

    • Genevieve Zevort
    • Top 25 Contributor
    • Posts 202
    • Organization: McGill University Health Center Foundation
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Exporting specific proposal information

    Reply Contact

    If you pull the Proposal Contact field you will not have the duplicate issue you have in Query.  I suspect that this field is currently blank on your proposals and that is the reason why you resort to the Relationship tab instead.

     If you have no choice but to go through RE:Export, you must temporarily code (or permanently code) each proposal with a Proposal Purpose that matches your name (Gala 2009) so you can pull this proposal only in Export. This table is the only filter available in Export last time I checked.

    You do not have to code each proposal manually.  You can export the info from query in Excel, change the field and re-import.  I used to do this for status and ratings, in another life.  Should take you 2 minutes.  Please confirm with BB and make sure you have a valid backup before attempting any export/import. I suspect you would need, in your query, the Constituent ID, Proposal Import ID, Proposal Name (to find the Gala 2009 ones) and Purpose. 

     1. Export to Excel.  2. Add "Gala 2009" in the Purpose column.  3. Remove the column "Proposal Name" (it is of no use).  4. Change the headings for ConsID, PRimpID and PRPurpose.  5. Import through RE:Admin.  Check "Create new table entries" if needed.  Again, this is from memory and did not test it.  Check with BB if it makes sense.
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